Financial Planning Partner Assistant

Merand Recruitment; South Africa; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Merand Recruitment is looking for a Financial Planning Partner Assistant in South Africa to support Financial Planning Partners. The role involves managing administrative processes, enhancing client relationships, and ensuring operational efficiency in the financial planning practice.

The ideal candidate should have 2-3 years of experience in the financial sector, strong organizational skills, and a client-focused mindset. Proficiency in Microsoft Office and CRM systems is necessary, along with a relevant qualification.

Qualifications

• 2-3 years' experience in the financial services industry advantageous.
• Experience supporting financial planners or wealth advisors preferred.

Responsibilities

• Serve as a primary point of contact for clients and assist with client service delivery.
• Liaise with product providers and assist Financial Planning Partners with client queries.
• Implement administrative processes and ensure compliance with internal procedures.
• Manage client onboarding processes including FICA and AML compliance checks.
• Monitor underwriting and follow up on outstanding requirements.

Skills

Strong administrative and organizational skills

High attention to detail and accuracy

Excellent verbal and written communication skills

Proactive and solutions-driven approach

Strong client service orientation

Education

Relevant tertiary qualification or financial services courses

Tools

Microsoft Office (Excel, Word, Outlook)

CRM systems

Job description

An established financial services practice is seeking a Financial Planning Partner Assistant to support Financial Planning Partners in delivering exceptional client service and efficient practice operations.

This role is ideal for a highly organized and detail-oriented professional with experience in the financial services industry, strong administrative capabilities, and a client-focused mindset.

The successful candidate will play a key role in managing administrative processes, supporting client relationships, and ensuring operational efficiency within the financial planning practice.

Key Responsibilities

Client Services

• Serve as a primary point of contact for clients and assist with client service delivery.
• Liaise with product providers and assist Financial Planning Partners with client queries.
• Implement administrative processes and ensure compliance with internal procedures.
• Support complaint resolution processes where required.
• Maintain strong client relationships through professional and responsive service.

Operations & Administration

• Collect and prepare client information, fact finds, and documentation for client engagements.
• Manage client onboarding processes including FICA and AML compliance checks.
• Process new business applications and client transfers.
• Monitor underwriting and follow up on outstanding requirements.
• Ensure accuracy and completeness of documentation before submission.
• Track and manage commissions and fee payments from product providers.

Systems & Data Management

• Maintain accurate client records in the CRM system.
• Capture client demographic and financial data.
• Upload and manage all documentation within the client management system.
• Prepare client portfolio reports and consolidated reports for reviews.
• Maintain diary systems and manage client review schedules.

Portfolio & Operational Support

• Provide administrative support to Portfolio Managers and Client Relationship Managers.
• Ensure mandates and applications are correctly prepared and submitted.
• Monitor tasks and workflows through the CRM system.

Marketing & Client Engagement

• Assist with the organization and coordination of client events.
• Support communication with clients in line with the client management plan.
• Assist with RSVP management and event coordination.

Office Support

• Assist with general office administration.
• Manage meeting room bookings, stationery orders, and office supplies.
• Support general practice operations where required.

Requirements

• 2-3 years' experience in the financial services industry advantageous.
• Experience supporting financial planners or wealth advisors preferred.

Qualifications

• Relevant tertiary qualification or financial services courses advantageous.

Knowledge

• Understanding of financial planning practices
• Knowledge of FAIS and FICA legislation

Skills & Competencies

• Strong administrative and organizational skills
• High attention to detail and accuracy
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and deadlines
• Strong client service orientation
• Proactive and solutions-driven approach
• Ability to work both independently and collaboratively
• Professional and confidential handling of client information

Technical Skills

• Microsoft Office (Excel, Word, Outlook)
• CRM systems (experience with financial planning software advantageous)

***ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED***

For more information please contact:

Dorette Kruger